IP
Ignite Planners Portfolio holdings
AUM
$574M
1-Year Return
16.2%
This Quarter Return
+7.61%
1 Year Return
+16.2%
3 Year Return
+69.5%
5 Year Return
–
10 Year Return
–
AUM
$357M
AUM Growth
+$20.2M
(+6%)
Cap. Flow
+$446K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
27.23%
Holding
310
New
28
Increased
92
Reduced
147
Closed
28
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
$2.98M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$2.04M |
| 3 |
FT Vest US Equity Max Buffer ETF March
MARM
|
$1.69M |
| 4 |
Virtus SEIX Senior Loan ETF
SEIX
|
$1.46M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.23M |
Top Sells
| 1 |
Apple
AAPL
|
$7.82M |
| 2 |
Iron Mountain
IRM
|
$1.24M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.14M |
| 4 |
JPMorgan Chase
JPM
|
$1.08M |
| 5 |
STAG Industrial
STAG
|
$835K |
Sector Composition
| 1 | Technology | 12.13% |
| 2 | Financials | 6.85% |
| 3 | Consumer Discretionary | 4.7% |
| 4 | Communication Services | 3.64% |
| 5 | Consumer Staples | 3.5% |
